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Carter Financial Group’s iShares MBS ETF MBB Stock Holding History

Carter Financial Group’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$934K Buy
9,885
+1,038
+12% +$98.2K 0.48% 44
2026
Q1 		$840K Sell
8,847
-198
-2% -$18.9K 0.52% 41
2025
Q4 		$861K Buy
9,045
+151
+2% +$14.4K 0.51% 39
2025
Q3 		$846K Sell
8,894
-2,818
-24% -$265K 0.51% 40
2025
Q2 		$1.1M Buy
+11,712
New +$1.09M 0.72% 33

Other funds holding MBB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Carter Financial Group's MBB Position: Q2 2026 in Review

Carter Financial Group increased its iShares MBS ETF (MBB) stake by 12% in Q2 2026, buying an estimated $98.2K and bringing the position to 9,885 shares worth $934K. The position accounts for 0.48% of the portfolio, ranked #44.

Carter Financial Group first reported a position in MBB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.1M in Q2 2025. 495 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Carter Financial Group held 9,885 shares of iShares MBS ETF worth $934K as of Q2 2026.
  • Carter Financial Group bought 1,038 iShares MBS ETF shares in Q2 2026, an estimated $98.2K.
  • iShares MBS ETF made up 0.48% of Carter Financial Group's portfolio in Q2 2026, its #44 holding.
  • Carter Financial Group first reported a position in iShares MBS ETF in Q2 2025 and has held it in 5 quarters since.
  • Carter Financial Group's iShares MBS ETF position peaked at $1.1M in Q2 2025.
  • 495 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.